See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,270 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,738 | $53,901+90.6% | $134,143-23.4% | $73,488+39.8% |
| Participation rate | 66.5% | 62.8%+3.6pp | 72.2%-5.7pp | 70.7%-4.2pp |
| Annual return | 13.03% | 15.82%-2.8pp | 36.33%-23.3pp | 28.51%-15.5pp |
| Employer contribution / active EE | $674 | $1,458-53.8% | $3,704-81.8% | $2,270-70.3% |
| Participant deferral / active EE | $1,635 | $2,739-40.3% | $3,499-53.3% | $3,740-56.3% |
| Admin fee / account holder | $44 | $581-92.5% | $6,684-99.3% | $513-91.5% |